If you’re considering retirement or seeking a smooth transition for your clients, this opportunity offers continuity, care, and a trusted home for your business.
The Company
A newly established, family-oriented wealth management business in the Midlands, backed by significant industry experience and strong financial resources. The firm is committed to creating a client-focused, business. With strong financial backing and a commitment to personalised advice for high-net-worth clients, your clients will be cared for with the same dedication you’ve always provided. They’re looking to acquire a directly authorised business so they can carry out a change in control process.
Option – Sell and Go
- Ideal for advisers ready to retire and seeking a clean exit.
- Your clients will transition to a trusted, family-focused firm with continuity and care.
- You would like a structured, simple handover that is sensitive to your clients
- You only want to deal with a financially sound firm
- You want your clients to be looked after by local IFAs
Option – Sell and Stay
- Perfect if you want to remain involved for a period post-sale.
- Flexible arrangements tailored to your personal and professional plans.
Value
Competitive multiples offered, typically 3.5 to 4.5 times recurring income
Typical payment structure: 50% upfront, 25% after year one, and 25% after year two
Benefits
- Open to share or asset purchase structures.
- Ability to retain existing investment mandates for clients.
- Existing charging structures will be honoured.
- Strong financial backing
- Focus on client continuity and relationship care.
Requirements
- Clean directly authorised firm.
- High-net-worth client bank preferred (average holdings £400k+).
- Funds under management ideally £20m+.
- Will consider businesses with DBTs, subject to review.
Location
Midlands
Call us now on 0208 0044 162 or click Apply
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